Weir Financial Resources

Our Firm

Weir Financial Resources (WFR) is a financial service organization offering unique strategies for Executive Benefits, Business Continuation and Private Wealth Planning.

Founded in 1965, WFR serves primarily financial institutions, as well as public and private companies from various industries. Our personal planning work focuses on wealth enhancement and protection for executives, professionals, and high net worth individuals. In short, we help our clients:


Mission

WFR is committed to providing valuable information, ideas and solutions so that clients may make the most informed decisions when undertaking Executive Benefits, Business Continuation, and Private Wealth Planning.

Core Values & Beliefs

  Wisdom

Information & knowledge, tempered by experience, creates wisdom to share with clients.

  Trust

We place the interest of clients before our own or that of any financial institution.

  Integrity

We deliver what is promised.

  Accountability

Client service is a continuous process of adding value to the client relationship.

  We believe  

History

William Weir, CLU founded WFR in 1965, working primarily with medical practices and other professional service organizations. Bill's focus on executive benefits planning began in the mid-1980s, when a friend and CEO at one of Buffalo's prominent public companies asked for help installing a deferred compensation plan.

His natural curiosity and acumen led Bill and his staff to develop a unique and accomplished practice specializing in executive benefits, including deferred compensation, supplemental executive retirement plans (SERP), split dollar, executive bonus, as well as supplemental executive individual disability insurance programs.

Joining the firm in 1994, Bill's son Jonathan Weir, JD*, built on this foundation. He expanded the service and product offerings through national planning and product partners, as well as fee for service offerings. Jon also spearheaded WFR's move into benefit planning and surplus enhancement for financial institutions.


Leadership


Jonathan D. Weir, JD*
Managing Partner
William M. Weir, CLU
Founding Partner

Community

WFR proudly contributes time and resources to not only to our own preferred organizations, but those of our clients as well. Volunteering, board and committee participation, as well as financial commitments are a long-standing part of our work in the local, regional and international community. We were taught from an early age to be "Men & Women for Others".   Below are some of the organizations supported over the years:

 
 

National Fuel Gas
Company Foundation
 
 

Insurance & Risk Management Scholarship Fund